Case Study: Object Health achieves streamlined operations and scalable growth with Zendesk Sell

Consulting firm manages millions efficiently with Sell

Object Health, a California-based healthcare consulting firm, was struggling to manage rapidly growing volumes and a new multi‑million dollar project using Excel and Dropbox. Seeking a flexible CRM that could replace spreadsheets and provide project visibility and collaboration, Object Health chose Zendesk Sell.

Zendesk Sell’s Customer Success team configured Sell through six iterations and took the system from discovery to live in just three weeks. The centralized solution eliminated monthly status conference calls and spreadsheet dependence, improved visibility and collaboration, and enabled each consultant to manage 300+ contacts — measurable efficiency gains that have accelerated onboarding and prompted plans for deeper Zendesk Sell integration.

Object Health

Robert Jordan

Senior Consultant, Object Health